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Morning Thoughts
July 27, 2023
OK, OK…Can we move away from the FED for now? META Wows! Try the Perciatelli with Lemon/Butter & Sesame Seeds
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Media
July 26, 2023
The stock market wasn’t surprised by the Federal Reserve’s moves
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Morning Thoughts
July 26, 2023
MSFT and GOOG BEAT – They Sell one and Buy the other….FED Day – 2 pm Announcement/Try the Roasted Chicken Parts
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Morning Thoughts
July 25, 2023
FED Countdown Begins, Earnings Continue to BEAT (Yawn) -Try the Linguine & Clams (new version)
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Morning Thoughts
July 24, 2023
Big Week For Central Banks & Earnings./Try the Mussels Bruschetta.
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Morning Thoughts
July 21, 2023
Sexy, NO! Boring YES! Tech gets slapped. Try the Rotini Michael Angelo.
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Media
July 18, 2023
This feels like a strong earnings season: Kenny Polcari
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Morning Thoughts
July 18, 2023
4 Beats Before 7:30! Let the Good Times Roll – Try the Pan Seared Halibut.
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Morning Thoughts
July 17, 2023
The Big Boys Did NOT Disappoint – More Earnings to Come – Try the Rigatoni w/Sweet Sausage in Tomato Cream.
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Morning Thoughts
Fed Gov Waller Throws Gas on the Fire – Try the Soft Shell Crabs
May 31, 2022
Morning Thoughts
Is Sentiment Changing?? Oil Heads Towards $120/Try the Apple Pie and Ice Cream
May 27, 2022
Morning Thoughts
High End Retailers – Tale of Two Cities – Try the Sausage Peppers, Onions and Mushrooms
May 26, 2022
Morning Thoughts
Eco Data Starting Show Cracks – Try the Ratatouille
May 25, 2022
Morning Thoughts
The Rally Fizzles, SNAP Snapped – Try the Simple Baby Back Ribs
May 24, 2022
Morning Thoughts
Stocks are UP (again), Joey Creates a Firestorm in China – Try the Short Rib Burgers
May 23, 2022
Morning Thoughts
It’s Friday and Stocks are in RALLY Mode – Try the Chicken Thighs w/Pancetta
May 20, 2022
Morning Thoughts
Now They Are Hitting The Stalwarts – Getting Closer to the End – Try the Mac & Cheese
May 19, 2022
Morning Thoughts
No Follow Thru on Monday – But it’s Turnaround Tuesday – Try the Scampi
May 17, 2022
Morning Thoughts
Is the Bottom in? Probably Not – Try the Puttanesca -not PUTIN-nesca!
May 16, 2022
Morning Thoughts
JJ Finally Admits What we all KNEW! – Try the Bran Muffins (to help regulate)
May 13, 2022
Morning Thoughts
CPI is NOT Peaking, It is Persistent – Try the Pasta, Butter, Eggs and Cheese
May 12, 2022
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Morning Thoughts
Fed Gov Waller Throws Gas on the Fire – Try the Soft Shell Crabs
May 31, 2022
Morning Thoughts
Is Sentiment Changing?? Oil Heads Towards $120/Try the Apple Pie and Ice Cream
May 27, 2022
Morning Thoughts
High End Retailers – Tale of Two Cities – Try the Sausage Peppers, Onions and Mushrooms
May 26, 2022
Morning Thoughts
Eco Data Starting Show Cracks – Try the Ratatouille
May 25, 2022
Morning Thoughts
The Rally Fizzles, SNAP Snapped – Try the Simple Baby Back Ribs
May 24, 2022
Morning Thoughts
Stocks are UP (again), Joey Creates a Firestorm in China – Try the Short Rib Burgers
May 23, 2022
Morning Thoughts
It’s Friday and Stocks are in RALLY Mode – Try the Chicken Thighs w/Pancetta
May 20, 2022
Morning Thoughts
Now They Are Hitting The Stalwarts – Getting Closer to the End – Try the Mac & Cheese
May 19, 2022
Morning Thoughts
No Follow Thru on Monday – But it’s Turnaround Tuesday – Try the Scampi
May 17, 2022
Morning Thoughts
Is the Bottom in? Probably Not – Try the Puttanesca -not PUTIN-nesca!
May 16, 2022
Morning Thoughts
JJ Finally Admits What we all KNEW! – Try the Bran Muffins (to help regulate)
May 13, 2022
Morning Thoughts
CPI is NOT Peaking, It is Persistent – Try the Pasta, Butter, Eggs and Cheese
May 12, 2022
Our Views & Insights
